Independent Agent Associate with United Financial Freedom, formerly Worth Unlimited. You eliminate debt, create income and build wealth with our program by becoming a client AND/or a referral associate! 407-443-0348

Welcome to United Financial Freedom!

Not an "official" company website, this is the blog for Sr. Exec. Director and Independent Associate, Sue Copening. We hope this blog will guide you in our UNITED mission to eliminate debt, create income opportunity and to build wealth and FINANCIAL FREEDOM for America! You'll find tips here to help you maximize income with the Money MAX Account, pay off debt rapidly (or help your clients do so), and build wealth. If you have found this site because you were referred by someone, get back to them to get started. Otherwise, reach out to me at: 407-443-0348 or WealthBuilderGPS@gmail.com

Thursday, May 1, 2014

Worth Agents & Referral Partners - Access the DEMO Software!

If it's been a while since you've been in the back office... the chances are your "user name" is your email address, and if you don't remember your password, use the "reset password" feature and the system will send you a reset link at that email address.

Once you are in the Demo Account... you can enter a budget, income, etc. Use YOUR OWN if you want... or just use some numbers you think might be average for your area.

The cool thing is... if you don't already own the program... you can easily see HOW it works ... and you can use it to show a potential client a demonstration. Feel free to OVER-RIDE any budget or income numbers you see in there for the demonstration... you really can't mess anything up... so poke around!

One thing you'll notice is the ability to do "custom tags" which can be used to "code" budget items to make it easier to do your taxes later! For instance... if you want to separate out your business expenses you could even create a custom "tax" that identifies what line on last years tax return that item went. At the end of the year you can create a report.

Note that you can go into "profiles" and create custom background "themes" - it's all VERY COOL!

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About Sue

I've been with the company since it was UFirst Financial... 2006. Previously I was a public speaker and trainer teaching tax strategies for the self-employed.
This is MY personal blog and all articles are my personal perspective and opinions are not warrantied, or vetted, by United Financial Freedom, LLC. I am solely responsible for the content herein.
Call: 407-443-0348 to verify specifics, especially of promotions, costs, procedures, etc., as some of these articles go back a few years and, we all know, things change!

*All time and interest savings examples, wealth building examples and rates of return on this site, and it's associated eBook, are strictly hypothetical. Individual time and interest savings amounts and wealth building possibilities are subject to individual qualification. Individual qualification required for purchase (we are not here to make peoples situations worse, only better). No financial advice or recommendations have been made as a part of this site or book and your results will be based on your individual circumstances.

This blog is the PERSONAL blog of Sue Copening, Independent Agent and Sr. Executive Director and articles, training materials, etc., are the sole opinions of Ms Copening, are not warrantied, and have not been approved, sanctioned or backed by United Financial Freedom, LLC. While information contained within is meant to help, and is well intentioned, please don't rely on specific details you find in this blog, as it has been compiled over time and things like performance, strategies, promotions, costs, etc., may have changed since the original article was written. Always verify the information you have read is still accurate.

Copyright 2019

*All time and interest savings examples, wealth building examples and rates of return on this site, and it's associated eBook, are strictly hypothetical. Individual time and interest savings amounts and wealth building possibilities are subject to individual qualification. Individual qualification required for purchase (we are not here to make peoples situations worse, only better). No financial advice or recommendations have been made as a part of this site or book and your results will be based on your individual circumstances.

This blog is the PERSONAL blog of Sue Copening, Independent Agent and Sr. Executive Director and articles, training materials, etc., are the sole opinions of Ms Copening, are not warrantied, and have not been approved, sanctioned or backed by United Financial Freedom, LLC. While information contained within is meant to help, and is well intentioned, please don't rely on specific details you find in this blog, as it has been compiled over time and things like performance, strategies, promotions, costs, etc., may have changed since the original article was written. Always verify the information you have read is still accurate. Copyright 2019